Seldon Capital

Seldon Capital as of Dec. 31, 2025

Portfolio Holdings for Seldon Capital

Seldon Capital holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.4 $30M 213k 141.06
Celestica (CLS) 9.6 $28M 94k 295.61
Talen Energy Corp (TLN) 9.2 $27M 71k 374.84
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 5.3 $15M 221k 68.80
Vanguard Index Fds Total Stk Mkt (VTI) 5.1 $15M 44k 335.27
Ishares Msci Chile Etf (ECH) 4.7 $14M 338k 40.40
Pampa Energia S A Spons Adr Lvl I (PAM) 4.4 $13M 142k 88.51
Lithium Argentina Com Shs (LAR) 4.2 $12M 2.1M 5.58
Nu Hldgs Ord Shs Cl A (NU) 3.9 $11M 667k 16.74
Vanguard World Consum Stp Etf (VDC) 3.5 $10M 48k 211.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $9.3M 149k 62.47
Victorias Secret And Common Stock (VSCO) 2.9 $8.4M 156k 54.17
Intel Corporation (INTC) 2.9 $8.3M 226k 36.90
Teradyne (TER) 2.5 $7.2M 37k 193.56
EQT Corporation (EQT) 2.3 $6.6M 122k 53.60
Apple (AAPL) 2.2 $6.3M 23k 271.86
First Ctzns Bancshares Inc D Cl A (FCNCA) 2.0 $5.8M 2.7k 2146.18
Ishares Tr Core Msci Eafe (IEFA) 1.9 $5.6M 62k 89.46
Pdd Holdings Sponsored Ads (PDD) 1.9 $5.5M 48k 113.39
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.5 $4.4M 64k 68.36
Reddit Cl A (RDDT) 1.4 $4.1M 18k 229.87
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 1.3 $3.7M 235k 15.86
Unity Software (U) 1.2 $3.6M 81k 44.17
NVIDIA Corporation (NVDA) 1.2 $3.3M 18k 186.50
Vertiv Holdings Com Cl A (VRT) 1.0 $2.9M 18k 162.01
Smithfield Foods Inc Common Stock Usd.5 (SFD) 0.9 $2.5M 112k 22.33
Microsoft Corporation (MSFT) 0.9 $2.5M 5.1k 483.62
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.4M 7.7k 313.00
Ishares Tr Eafe Value Etf (EFV) 0.8 $2.2M 31k 71.41
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M 26k 67.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.6M 22k 74.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.5M 27k 53.76
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.5 $1.4M 44k 32.85
Amazon (AMZN) 0.4 $1.2M 5.3k 230.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.2M 3.8k 303.89
Ishares Tr Tips Bd Etf (TIP) 0.3 $936k 8.5k 109.91
Meta Platforms Cl A (META) 0.3 $912k 1.4k 660.09
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $752k 8.0k 93.97
Broadcom (AVGO) 0.2 $665k 1.9k 346.10
Visa Com Cl A (V) 0.2 $525k 1.5k 350.71
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $512k 13k 38.73
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $489k 3.8k 129.16
Oracle Corporation (ORCL) 0.2 $442k 2.3k 194.91
Eli Lilly & Co. (LLY) 0.2 $434k 404.00 1074.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $428k 2.9k 148.69
Acm Resh Com Cl A (ACMR) 0.1 $395k 10k 39.45
Spdr Series Trust State Street Spd (CWB) 0.1 $363k 4.1k 89.20
Amphenol Corp Cl A (APH) 0.1 $361k 2.7k 135.14
Johnson & Johnson (JNJ) 0.1 $355k 1.7k 206.95
Anglogold Ashanti Com Shs (AU) 0.1 $341k 4.0k 85.28
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $329k 6.6k 50.23
Wal-Mart Stores (WMT) 0.1 $307k 2.8k 111.41
Bank of America Corporation (BAC) 0.1 $303k 5.5k 55.00
Applied Materials (AMAT) 0.1 $289k 1.1k 256.99
Home Depot (HD) 0.1 $284k 825.00 344.10
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $267k 12k 23.02
Lam Research Corp Com New (LRCX) 0.1 $264k 1.5k 171.18
Procter & Gamble Company (PG) 0.1 $262k 1.8k 143.31
Intuitive Surgical Com New (ISRG) 0.1 $262k 462.00 566.36
Mastercard Incorporated Cl A (MA) 0.1 $259k 454.00 570.88
Intuit (INTU) 0.1 $250k 378.00 662.42
Banco Santander Chile Sp Adr Rep Com (BSAC) 0.1 $247k 7.9k 31.11
UnitedHealth (UNH) 0.1 $227k 687.00 330.11
CRH Ord (CRH) 0.1 $221k 1.8k 124.80
Costco Wholesale Corporation (COST) 0.1 $205k 238.00 862.34